Shade Tree Partners LLC

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Client assets under management

$38,000,000

Clients

0% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$633,333

About

Shade Tree Partners LLC advises individual clients through portfolio management and related investment advisory services, charging percentage-of-AUM fees like most peers. The firm is small by scale, with three advisors, roughly $63 million in assets under management and about 60 clients across three offices.

Shade Tree reports that a substantial portion of its assets are managed on a non‑discretionary basis, so clients retain trading authority, and the firm also uses performance‑based fee arrangements for certain accounts. Its operations include commodity pool operator/commodity trading advisor activities at one or more office locations, indicating involvement in commodity trading beyond typical retail advisory services.

Compared with peers, Shade Tree’s combination of commodity trading activities and performance‑based fees is uncommon for a supported firm focused on individual clients, and it notes the absence of a high‑net‑worth client segment in its client base. The firm also documents that advisory functions are supported by small, single‑person office teams and that client files and records are maintained through an affiliated entity.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Main office location

Shade Tree Partners LLC

13140 Coit, 115

Dallas TX 75240, United States

Number of offices

Most active in

Ohio · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 2146208201

Advisors at this firm

Stanley P

Series 63, Series 65

Dallas, TX

Shade Tree Partners LLC

Stanley Pyndus Jr. is a financial advisor with Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has been with Shade Tree Partners since 2009. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans, providing portfolio management, investment policy development, and financial planning. The firm uses a mix of fundamental, technical, cyclical, and charting analysis, incorporating country GDP forecasts, and favors broad exposures such as index funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Drew H

Series 63, Series 65

Dallas, TX

Shade Tree Partners LLC

Drew Harris is a financial advisor at Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Shade Tree Partners since 2009. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans by providing portfolio management, investment policy development, and financial planning. The firm manages approximately $80 million across about 60 clients, employing a mix of fundamental, technical, cyclical, and charting analysis while favoring broad exposures such as index funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Timothy P

Series 63, Series 65

Dallas, TX

Shade Tree Partners LLC

Timothy Purser is a financial advisor at Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Shade Tree Partners since 2015 and is also involved with Provident Advisors LLC, where he has worked since 2002. Outside of his advisory roles, Purser serves as president of the Arbor Lakes Homeowners Association, a volunteer position he has held since 2005. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans by providing portfolio management, investment policy development, and financial planning. The firm manages approximately $80 million for around 60 clients, employing a mix of fundamental and technical analysis with a focus on broad market exposures such as index funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

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